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Schwab US Broad Market ETF

1,306 hedge funds and large institutions have $12.9B invested in Schwab US Broad Market ETF in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 484 increasing their positions, 470 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

3% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 470

0.54% more ownership

Funds ownership: 32.3%32.84% (+0.54%)

1% less funds holding in top 10

Funds holding in top 10: 139137 (-2)

Holders
1,306
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
137
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$15.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
576
Prevail Innovative Wealth Advisors
Kansas
$1.34M
AWA
577
Acorn Wealth Advisors
Michigan
$1.34M
PWS
578
Physician Wealth Solutions
Nevada
$1.33M
EF
579
Envision Financial
Wisconsin
$1.33M
KWM
580
Keebeck Wealth Management
Illinois
$1.31M
SW
581
SVB Wealth
Massachusetts
$1.31M
HC
582
Hurley Capital
New York
$1.3M
KA
583
KLCM Advisors
Wisconsin
$1.29M
CP
584
Cornerstone Planning
North Carolina
$1.28M
EGWAG
585
Elwood & Goetz Wealth Advisory Group
Georgia
$1.27M
GA
586
Greenspring Advisors
Maryland
$1.26M
EWA
587
EverSource Wealth Advisors
Alabama
$1.25M
FCMA
588
Foresight Capital Management Advisors
Michigan
$1.25M
WMWM
589
Whitaker-Myers Wealth Managers
Ohio
$1.24M
PIM
590
Penobscot Investment Management
Massachusetts
$1.23M
MFG
591
Midwest Financial Group
Kansas
$1.23M
LWM
592
Lionshead Wealth Management
New York
$1.22M
WWM
593
Westwood Wealth Management
California
$1.22M
TF
594
Tompkins Financial
New York
$1.2M
OC
595
Oarsman Capital
Wisconsin
$1.2M
FNBT
596
FineMark National Bank & Trust
Florida
$1.19M
SHWM
597
Smith & Howard Wealth Management
Georgia
$1.19M
TIP
598
Tandem Investment Partners
New Jersey
$1.19M
PAS
599
Park Avenue Securities
New York
$1.19M
LKBC
600
L.K. Benson & Company
Maryland
$1.19M